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Compare DGSM vs. OZR
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the Dimensional Global Small Company - Active ETF (DGSM) and the State Street SPDR S&P/ASX 200 Resources ETF (OZR). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
DGSM | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 41 |
Median incremental investment | $2,055.48 | $853.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $10,772.97 | $1,281.28 |
Average age group | > 35 | > 35 |
Key Summary
DGSM | OZR | |
|---|---|---|
Strategy | DGSM.AX was created on 2000-08-21 by Dimensional. The fund's investment portfolio concentrates primarily on small cap equity. The investment objective of the Fund is to provide long-term capital growth by gaining exposure to a diversified portfolio of small companies associated with approved developed markets (excluding Australia). | OZR.AX was created on 2011-04-13 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 273.16m in AUM and 51 holdings. The State Street SPDR S&P/ASX 200 Resources ETF seeks to closely track, before fees and expenses, the returns of the S&P/ASX 200 Resources Index. |
Top 3 holdings | Ciena Corp (0.38 %) Babcock International Group PLC (0.32 %) Flex Ltd (0.30 %) | BHP Group Ltd (36.67 %) Rio Tinto Ltd (7.66 %) |
Top 3 industries | Industrials (29.31 %) Information Technology (27.46 %) Consumer Discretionary (27.17 %) | Materials (79.93 %) Energy (17.37 %) Other (2.70 %) |
Top 3 countries | United States (69.25 %) Japan (7.39 %) United Kingdom of Great Britain and Northern Ireland (4.04 %) | Australia (95.00 %) United States (3.33 %) United Kingdom of Great Britain and Northern Ireland (0.97 %) |
Management fee | 0.647 % | 0.4 % |
Key Summary
DGSM | OZR | |
|---|---|---|
Issuer | Dimensional | SPDR |
Tracking index | S&P/ASX 200 Resources Index - AUD | |
Asset class | ETF | ETF |
Management fee | 0.647 % | 0.4 % |
Price | $35.75 | $16.97 |
Size | N/A | $264.416 million |
10Y return | N/A | 166.82 % |
Annual distribution yield (5Y) | 1.74 % | 7.07 % |
Market | ASX | ASX |
First listed date | 18/08/2024 | 13/04/2011 |
Purchase fee | $6.50 | $6.50 |
Community Stats
DGSM | OZR | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 17 | 41 |
Median incremental investment | $2,055.48 | $853.31 |
Median investment frequency | Monthly | Monthly |
Median total investment | $10,772.97 | $1,281.28 |
Average age group | > 35 | > 35 |
Pros and Cons
DGSM | OZR | |
|---|---|---|
Pros |
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Cons |
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DGSM | OZR |
|---|---|
Lower exposure to AU market | Higher exposure to AU market |
Higher exposure to US market | Lower exposure to US market |
Higher management fee | Lower management fee |
Lower price growth | Higher price growth |
Lower distribution yield | Higher distribution yield |